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JPMorgan JP Morgan Wealth Management Senior Product Associate 
United States, Texas, Plano 
8241026

13.07.2024

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take an intentional approach to their wealth or finances to better define, focus and realize their goals.

Job Summary:

As the Senior Product Associate on the Advisor Service Platforms & Tools team, you will be responsible for Supporting customers with the Chase.com digital Self-service experience, workflow toolset and automates processes to improve operational efficiencies.

Job Responsibilities:

  • Develop ideas and solutions to improve our customer’s experience
  • Work with management and stakeholders to define objectives and key results that align product roadmap to strategic goals
  • Increase an understanding of Agile practices, new technologies opportunities and other industry trends
  • Solve product related problems, make decisions and complete trade-off analysis
  • Work cross-functionally with advisors, product owners, legal, risk/controls, operations, and technology
  • Develop and maintain an appropriately prioritized backlog of user stories for implementation.
  • Develop appropriately detailed user stories for the product features so they are clearly understood by the scrum team(s)
  • Extract and retrieve information and data sets to improve upon software
  • Promote more effective use of existing tools/processes (and eliminates those that are ineffectual)

Required qualifications, capabilities, and skills:

  • 3+ years’ experience in brokerage operations, product ownership, consulting or process improvement required
  • Knowledge of brokerage industry, including advisors, client service, product, technology, operations and controls
  • Knowledge of Agile principles and process
  • Demonstrated ability to be an integral team member on large-scale, complex projects
  • Exceptional organizational/facilitation skills with ability to bring teams to consensus
  • Successful track record of developing products within deadlines
  • Possess a fundamental understanding of end-to-end customer experience integration and dependencies

Preferred qualifications, capabilities, and skills

  • Sharp analytical and problem-solving skills
  • Creative and innovative thinker
  • Bachelor’s degree or related experience preferred